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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-01 |
| CO | RA | APPROVED | 2023-07-19 |
Branch Locations
1965 W 38Th Ave, Denver, CO 80211 • United States
3102 S Sheridan Blvd, Denver, CO 80227 • United States
10425 W Colfax Avenue, Lakewood, CO 80215 • United States
6775 W Ken Caryl Avenue, Littleton, CO 80128 • United States
215 S. Wadsworth Blvd, Lakewood, CO 80226 • United States
701 13Th St, Golden, CO 80401-1902 • United States
9111 W Bowles Ave Ste 1, Littleton, CO 80123 • United States
8184 Kipling Parkway, Littleton, CO 80127 • United States
Wheat Ridge, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 02/2017 | 09/2018 |
| Crystal River Oil & Gas | Snowmass Village | CO | 10/2014 | 02/2017 |
| Kc Resources, Inc | Snowmass Village | CO | 02/2015 | 02/2017 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 09/2018 |
| Gwfs Equities, Inc | Greenwood Village | CO | 09/2018 | 04/2021 |
| Bank Of The West | Lakewood | CO | 04/2021 | Present |
| Bancwest Investment Services, Inc | Lakewood | CO | 04/2021 | Present |
| Lpl Financial Llc | Fort Mill | SC | 07/2023 | Present |
1. 05/11/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-10 |
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